Filed December 10, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL, LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,695 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $11,282 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,108 | $88,890+77.9% | $102,423+54.4% | $77,643+103.6% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.6pp |
| Annual return | 14.57% | 24.98%-10.4pp | 29.32%-14.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,869 | $2,698+154.6% | $3,023+127.2% | $2,726+152.0% |
| Participant deferral / active EE | $8,084 | $5,145+57.1% | $5,053+60.0% | $4,647+74.0% |
| Admin fee / account holder | $347 | $235+47.4% | $9,451-96.3% | $430-19.4% |